Lionsgate Studios (LION) Corporate presentation summary
Event summary combining transcript, slides, and related documents.
Corporate presentation summary
12 Aug, 2026Franchise and content development
Expanding major franchises with new films, TV series, and stage adaptations, including The Hunger Games, John Wick, and Power.
Launching new projects such as Monopoly, Naruto, and Saw: Genesis, with several high-profile releases scheduled through 2028.
Over half of upcoming content slate consists of branded, repeatable properties.
Stage plays and live experiences for key IPs like Dirty Dancing, La La Land, and Now You See Me are in development.
John Wick console game planned for 2028, expanding into interactive entertainment.
Library revenue and content performance
Achieved over $1 billion in trailing 12-month library revenue for three consecutive quarters in FY26.
Library revenue has grown at a 7.3% CAGR over the past decade, with 85% from owned or controlled titles.
20,000+ films and TV episodes in the library, with $20B+ invested in content to date.
TV episodes now account for 30% of library revenue, up from 18% ten years ago.
Revenue concentration from top 50 titles has decreased, indicating broader monetization.
Global streaming and platform reach
Leads in unique titles on daily Top 10 lists across major US streaming platforms through 2026.
Titles consistently reach #1 positions on Netflix, Hulu, Peacock, and Prime Video in the US and internationally.
Strong international presence with top-performing titles in Canada, Mexico, Argentina, Europe, and Asia.
Library content maintains long durations in top streaming positions globally.
Latest events from Lionsgate Studios
- Revenue up 48% to $777M, record film profit, and strong cash flow drive improved outlook.LION
Q1 2027 - Record financial performance, strong governance, and key shareholder votes mark this proxy.LION
Proxy filing - Key votes on directors, auditors, and executive pay set for September 2026 meeting.LION
Proxy filing - Starz targets 20% EBITDA margin by 2028, focusing on women-centric streaming and digital growth.LION
Raymond James & Associates’ 46th Annual Institutional Investors Conference 2025 - Multi-year growth driven by franchises, AI efficiencies, and a high-margin content library.LION
18th Annual Sports & Media Symposium - Offering 157,869 shares post-separation, proceeds support general operations; risks detailed.LION
Registration filing - Q2 saw a $163.3M net loss as film underperformance and STARZ subscriber declines impacted results.LION
Q2 2025 - Q4 revenue up 22% with record library sales and strong profit growth after Starz separation.LION
Q4 2025 - Q3 saw strong TV growth, record library revenue, and Starz OTT gains despite film declines.LION
Q3 2025